Director, Platform Management - Commonwealth Financial Network

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Advisor Digital Solutions department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We are looking for a director of platform management to join our ranks. This role will be instrumental in driving the success of our core product offering, focusing on expanding business capabilities and leading our platform management team. The ideal candidate will possess a strong understanding of product management and delivery, digital experience and transformation, vendor relationships, and team leadership to ensure the successful delivery of our platform initiatives.

Key Responsibilities

• Influencing, shaping, and executing the strategic direction for our affiliate and client-facing platform ecosystem, ensuring alignment with organizational goals and objectives
• Leading a dynamic team of platform owners, managers, and analysts to drive the execution of platform capabilities, optimization and change management
• Partnering with Commonwealth’s product lab to drive industry-leading digital experiences aligned across all platforms
• Collaborating with cross-functional teams, including application solutions, vendor management, platform adoption and education, Info Sec, and HelpDesk among others, to ensure successful delivery, communications, learning and support of platform initiatives
• Working closely with platform owners to define and prioritize platform features and enhancements based on market research, affiliate and client feedback, and business requirements being driven by product managers
• Establishing and maintaining platform governance processes, including release management, quality assurance, stability and compliance
• Collaborating with internal stakeholders to provide platform performance and reliability reporting, implementing measures to optimize performance and utilization

Core Strengths and Skills

• Proven track record of successfully leading product development initiatives from conception to launch with a focus on digital solutions and transformation
• Strong understanding of wealth management platform technologies and products, including cloud-native technologies, SaaS products, and integration frameworks
• Excellent leadership and interpersonal skills, with the ability to support, inspire and motivate cross-functional teams
• Analytical mindset with the ability to leverage data and metrics to inform decision-making and drive results
• Exceptional communication skills, with the ability to effectively convey complex concepts to technical and non-technical audiences

Additional Skills and Knowledge

• Bachelor's degree in computer science, finance, product/project management, or related field; Master's degree or equivalent preferred
• 7+ years’ experience driving platform or product management, or related roles within the financial technology or similar industry
• Experience working in agile development environments

Have we piqued your curiosity? Can you see yourself thriving in this opportunity?

Picture Yourself Here

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love?

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you.

About Commonwealth

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards. 

The Fine Print

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.